Jacqueline Kwan's Location
Walnut Creek, CA, US
Jacqueline Kwan's Work
- Financial Consultant @ Fidelity Investments
- Assistant Vice President - Financial Solutions Advisor @ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Vice President - Private Client Advisor @ j.p Morgan Chase Bank n.A
- Private Client Investment Associate @ j.p Morgan Chase Bank n.A
- Relationship Manager @ Bank of America
Jacqueline Kwan's Education
- San Jose State University
B.A ( Child and Adolescent Development)
2006 - 2009 - San Jose State University
B.A ( Art; Design Studies)
2006 - 2009
Jacqueline Kwan's Skills
- Microsoft Word
- Strategic Planning
- Banking
- Management
- Marketing
- Sales
- Financial Modeling
- High Net Worth Insurance
Jacqueline Kwan's Summary
Jacqueline Kwan, based in Walnut Creek, CA, US, is currently a Financial Consultant at Fidelity Investments, bringing experience from previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, j.p Morgan Chase Bank n.A and Bank of America. Jacqueline Kwan holds a 2006 - 2009 B.A in Child and Adolescent Development @ San Jose State University. With a robust skill set that includes Microsoft Word, Strategic Planning, Banking, Management, Marketing and more, Jacqueline Kwan contributes valuable insights to the industry. Jacqueline Kwan has 3 emails on RocketReach.
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